Technology stocks have reclaimed the spotlight in the market. On September 16, the A-share market witnessed a roller-coaster rebound, marked by robust gains in sectors such as semiconductor chips, semiconductor equipment, optical communications, and optical modules. Officials from medium-to-large fund companies noted that despite skepticism in the market over the valuation of tech stocks and the commercialization potential of AI technology, ongoing advancements in large-scale model technologies and solid hardware export figures have spurred capital to re-enter the tech industry supply chain. Concurrently, computing infrastructure has risen as a fresh investment frontier, with several related ETF products already trading or slated for launch in the near future. Industry experts suggest that the investment rationale in the tech sector is transitioning from concept-driven to policy-supported or performance-backed strategies, and the capacity to leverage this new wave of structural market trends will be crucial in securing above-average returns for the year.